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Tel: 01444 257155
At Peter Lawson & Co we can help people in the Burgess Hill area with inheritance tax planning and estate planning. Here are some useful pointers...
It is never too early to plan your estate. If it is large, it could be exposed to inheritance tax at 40%, and if it is small, advance planning can help you ensure that your assets will go to your chosen beneficiaries.
Estate planning begins with the following decisions:
A Will should also stipulate who is to be your minor child(ren)'s guardian. Although making a Will makes your decision legally binding, the Will can be amended any time you change your mind.
Start by completing the following survey. Every 'no' answer indicates an area where estate planning issues should be addressed.
SEEK OUR ADVICE FOR EVERY 'NO' ANSWER
If you are in the Burgess Hill area and would like advice on inheritance tax planning and estate planning, please contact Peter Lawson & Co today. We will be delighted to assist you.
27 Sep 2022
Employers are being warned to ensure they are complying with their ongoing automatic enrolment duties by the Pensions Regulator (TPR).
26 Sep 2022
Nearly 400,000 workers at businesses that have volunteered to pay the Real Living Wage are set to get a record pay boost.
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